+40.6%
NVDL vs AXON
-28.9%
+69.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +2.8% |
| 7D | +11.7% | -14.2% | +25.8% | +16.0% |
| 30D | +7.8% | -15.4% | +23.2% | +11.6% |
| 3M | +3.3% | +0.5% | +2.8% | +0.6% |
| 6M | +38.9% | -9.5% | +48.4% | +38.6% |
| YTD | +28.5% | -9.2% | +37.7% | +25.2% |
| 1Y | +40.6% | -29.4% | +70.0% | +62.9% |
| All | +40.6% | -28.9% | +69.5% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling